Service Cloud & Field Services: On Your Case. From the Call Center to the Field.
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Transcript of Service Cloud & Field Services: On Your Case. From the Call Center to the Field.
![Page 1: Service Cloud & Field Services: On Your Case. From the Call Center to the Field.](https://reader031.fdocuments.us/reader031/viewer/2022021815/5882b6081a28abd75a8b7331/html5/thumbnails/1.jpg)
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On Your Case. From the Call Center to the Field.
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
TractionExperts in bending cloud based technologies around business process
10 years focused on the Salesforce.com platform• 3000+ projects, 400+ custom Force.com apps developed
240+ Employees, 260+ Certifications• SMEs in all Clouds (Sales, Service, Marketing, Analytics, Force) • HQ in Vancouver with offices in Toronto & Montreal• No outsourcing, no offshoring, no contractors• B Corp Certified• Ranked 6th best place to work in Canada
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
Traction’s service cloud customer community
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
service cloud practice director
• 20 years of leading Support Teams
• Exec Leading the Support Services Teams
• Crystal Decisions and Business Objects • 600 Support Agents across 11 locations • High volume “break fix” • High Touch “relationship build”
• 1-800-GOTJUNK • 100 Agents• High Volume Sales Call Center• B2C on behalf of franchisees
• Monetize America• Mobile Banking B2B2C• Mission Critical 7x24 • Machine to Case, SMS Robots• Complex Configuration Tracking
Dave GallowayEVP Service Cloud Adoption
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
service cloud practice director
• 5yrs & 5X Salesforce Certified
• Over 50 Salesforce Implementations
• Service, Sales & Custom• Multi-Thousand User Orgs• Service Console with 3000+ Emails a Day• Service Console with 10,000+ Transactions/Day
• Data Enrichment & Transformation projects • 10s of Millions of Account & Contact Records
Colin LyonsSolution Architect
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
CEB’s effortless experience
Visit their website!
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
the data • 125,000 customers
• 5,000 customer service agents
• 100+ companies
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
what is loyalty anyway?
Repurchase Increased spend or share of wallet
Word of mouth / referrals
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
3 ideas that may surprise you
1. Delighting customers in the service channel doesn’t pay
2. Customer service drives disloyalty, not loyalty
3. Key to mitigating disloyalty is reducing customer effort
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
reasons for the misunderstanding
• We massively over estimate the value of wowing the customer*
• We grossly under estimate the value of meeting customer expectations
*wowing only happens 16% of the time and increases costs by 10-20%
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
high vs. low effort
• 96% of high effort customers are not loyal
• 9% of low effort customers are not loyal
• Low effort:• 94% rebuy• 88% more wallet• 1% NWOM
0%10%20%30%40%50%60%70%80%90%
100%
Loyal Not Loyal
High Effort Experience
0%10%20%30%40%50%60%70%80%90%
100%
Loyal Not Loyal
Low Effort Experience
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
drivers of disloyalty
• Repeat contact
• Channel switching
• Transferring or repeating information
• Policies and processes for the company, not the customer
• Hassle factor (hours of service, wait times, etc.)
• The ‘experience’ (language, attention, patience)
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
going effortless
One Enable the Front Line
Two Empower the Customer
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
enable the frontline
What do they need?
• Customer Info• Work Order Info / Issue• Service Contract / Warrantee /SLAs• Who’s in the Field / Where / Specialist• Technician Availability• Asset Inventory/ Product / RMA• Optimized Routing / Scheduling • Payment / Billing
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
Something that took me 5 screens and 10 minutesNow can do on 1 screen in 2-3 minutes
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
How would you rank the new implementation? 10How would you rank the previous system? -5
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
enable the frontlineIncluding the Service Technicians
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
enable the frontline
• See all work orders for the day
• Know the appointment times and tracking for next
• Visibility into details of booking
• Access to phone numbers to reach out to customer
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
enable the frontline
• Map of all upcoming jobs
• Built in navigation functionality
• Awareness of travel time to the next appointment
• Even awareness of technicians home to begin/end day
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
going effortless
One Enable the Front Line
Two Empower the Customer
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
• Scheduling Experience
• Transferring or Repeating Information
• Hours of Service
• Promise Window (6hrs?)
empower the customer
drivers of disloyalty
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
empower the customer
No Repeating InfoNo Phone Call/ Busy Line
Consistent ExperienceUser Selects Vehicle *Rating
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
empower the customer
Customer Facing Field Service Lightning. Live Website.
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
empower the customer
Scheduling.
- Factors in drive time between appointments prior and after for availability
- Can look at custom options to adapt to display preferential times at the top for those that would be better for mileages
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
empower the customer
Future with Commerce Cloud (Demandware)
- Purchases/ Billing
- Orders and order status
- Inventory Management
- Cases against orders/work orders/assets
- Blended experience between service and sales
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
empower the customer
Sharing Visibility
Location
Estimated Time
Car Type
Image
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
empower the customer
Order Status
Ability to Cancel
Service Technician Details
CSAT/NPS
Sharing Solutions
Community
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
Native Custom• Products• Assets• Entitlements• Resource Pool
• People, trucks, territories• What can do what, where• Custom objects!
• Scheduling• Find a location – Google
Maps integration• Find a time slot – Click
Software integration
• Integration with ERP for inventory• Products that can be sold• Assets owned by the customer
• Billing & Invoicing• Invoicing from a work order• Collecting payments when
work is completed• Integration with ERP
What’s Native & Custom?
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
Additional FSM Considerations
• In-field communications
• Dispatch console, management requirements, escalations
• Mobile access
• Time logging & integrations with HR/Payroll
• Location tracking for technicians
• Sales interactions with Service
• Customer self-service and self-booking
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
we’ve left the safe harbor
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| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
Questions
Dave GallowayEVP Service Cloud Adoption
Colin LyonsSolution Architect